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Home > Institutional Investor > Daymark Wealth Partners, Llc > Profile

Instuitional Investor - Daymark Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Daymark Wealth Partners, Llc
Portfolio Value $2,628,902,410
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,028,622 $162,511,928 6.18%
2.
Apple Inc.
 AAPL 774,337 $158,870,793 6.04%
3.
Microsoft Corp
 MSFT 297,828 $148,142,540 5.64%
4.
Amazon Com Inc
 AMZN 362,490 $79,526,600 3.03%
5.
Jpmorgan Chase & Co
 JPM 265,605 $77,001,469 2.93%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)